Carson Wealth (CWM LLC)’s Coca-Cola Europacific Partners CCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $112K | Buy |
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|
2025
Q2 | $105K | Buy |
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|
2025
Q1 | $87K | Buy |
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|
2024
Q4 | $77K | Sell |
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|
2024
Q3 | $104K | Buy |
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|
2024
Q2 | $84K | Sell |
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|
2024
Q1 | $81K | Buy |
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|
2023
Q4 | $66K | Buy |
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|
2023
Q3 | $57K | Sell |
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|
2023
Q2 | $695K | Buy |
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|
2023
Q1 | $41K | Buy |
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|
2022
Q4 | $34K | Sell |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $35K | Buy |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $34K | Buy |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $32K | Hold |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $32K | Sell |
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|
2018
Q4 | $26K | Buy |
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|
2018
Q3 | $17K | Buy |
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|
2018
Q2 | $3K | Buy |
|
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $4K | Buy |
|
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2K | Sell |
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|
2016
Q1 | $14.6M | Buy |
|
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|
2015
Q4 | $12.8M | Buy |
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|
2015
Q3 | $11.1M | Buy |
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|
2015
Q2 | $8.53M | Buy |
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|
2015
Q1 | $4.83M | Buy |
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|
2014
Q4 | $3.26M | Buy |
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|
2014
Q3 | $916K | Buy |
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|
2014
Q2 | $261K | Buy |
|